All investment adviser firms · Page 61
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- FORTRESS PLANNING GROUP, LLCCRD 157900 · PEWAUKEE, WI$345,296,879.00Regulatory AUM · August 2026
- FORTRESS PRIVATE LEDGER, LLCCRD 290298 · RALEIGH, NC$583,977,291.00Regulatory AUM · August 2026
- FORTRESS WEALTH PLANNING, LLCCRD 307618 · PONTE VEDRA BEACH, FL$793,885,727.00Regulatory AUM · August 2026
- FORTUNA FUNDS, LLCCRD 333660 · DALLAS, TX$915,035.00Regulatory AUM · August 2026
- FORTUNE 45, LLC.CRD 170693 · GONZALES, LA$237,666,282.00Regulatory AUM · August 2026
- FORTUNE FINANCIAL ADVISORS, LLCCRD 145799 · OVERLAND PARK, KS$322,599,546.00Regulatory AUM · August 2026
- FORTUNE FINANCIAL GROUP, INC.CRD 111378$141,000,000.00Regulatory AUM · August 2026
- FORTUNE WEALTH MANAGEMENT, LLCCRD 157832 · DALLAS, TX$396,337,714.00Regulatory AUM · August 2026
- FORTWOOD CAPITAL LPCRD 329381 · GREENWICH, CT$512,981,706.00Regulatory AUM · August 2026
- FORTY THREE EIGHTEEN ADVISORS, LLCCRD 157712 · BENTONVILLE, AR$167,844,465.00Regulatory AUM · August 2026
- FORUM CAPITAL ADVISORS LLCCRD 297582 · DENVER, CO$815,199,950.00Regulatory AUM · August 2026
- FORUM FINANCIAL MANAGEMENT, LPCRD 145706 · LOMBARD, IL$8,690,717,334.00Regulatory AUM · August 2026
- FORUM SOLUTIONS GROUP, LLCCRD 143075 · FISHERS, IN$403,252,773.00Regulatory AUM · August 2026
- FORUSALL ADVISORS, LLCCRD 167241$1,497,250,257.00Regulatory AUM · August 2026
- FORVIS MAZARS WEALTH ADVISORS, LLCCRD 110905 · SPRINGFIELD, MO$9,751,986,659.00Regulatory AUM · August 2026
- FORVM GLOBAL INVESTMENTS LLCCRD 340612 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- FORWARD CONSUMER PARTNERS, LLCCRD 327847 · GREENWICH, CT$425,000,000.00Regulatory AUM · August 2026
- FORZA INVESTMENT GROUP, LPCRD 329156 · SUMMIT, NJ$3,937,073,284.00Regulatory AUM · August 2026
- FORZA WEALTH MANAGEMENT, LLCCRD 281075 · SARASOTA, FL$422,357,338.00Regulatory AUM · August 2026
- FOSTER & MOTLEY, INC.CRD 106905 · CINCINNATI, OH$2,936,499,871.00Regulatory AUM · August 2026
- FOSTER & WOOD, INC.CRD 165362 · LAKE OSWEGO, OR$218,692,762.00Regulatory AUM · August 2026
- FOSTER DYKEMA CABOT & PARTNERS, LLCCRD 300282 · WALTHAM, MA$2,223,188,313.00Regulatory AUM · August 2026
- FOSTER GROUP, INC.CRD 107148 · WEST DES MOINES, IA$4,775,514,804.00Regulatory AUM · August 2026
- FOSTER POINT CAPITAL, LLCCRD 312356$128,503,752.00Regulatory AUM · August 2026
- FOSTER VICTOR WEALTH ADVISORS, LLCCRD 283656 · GREENVILLE, SC$2,644,715,238.00Regulatory AUM · August 2026
- FOSUN ASSET MANAGEMENT LIMITEDCRD 288360$1,494,379,141.00Regulatory AUM · August 2026
- FOUNDATION CAPITAL MANAGEMENT, LLCCRD 142659 · EAST NORRITON, PA$243,788,920.00Regulatory AUM · August 2026
- FOUNDATION ENERGY MANAGEMENT, LLCCRD 161141 · ADDISON, TX$270,343,209.00Regulatory AUM · August 2026
- FOUNDATION RESOURCE MANAGEMENT, INC.CRD 116359 · LITTLE ROCK, AR$1,137,777,991.00Regulatory AUM · August 2026
- FOUNDATION WEALTH MANAGEMENT, LLCCRD 127134 · CLAYTON, MO$660,649,789.00Regulatory AUM · August 2026
- FOUNDATION WEALTH MANAGEMENT, LLCCRD 168270 · MEDIA, PA$411,933,440.00Regulatory AUM · August 2026
- FOUNDATIONS INVESTMENT ADVISORS LLCCRD 175083 · PHOENIX, AZ$10,097,715,159.00Regulatory AUM · August 2026
- FOUNDER ETFS LLCCRD 335174 · DALLAS, TX$2,865,139.00Regulatory AUM · August 2026
- FOUNDER FAMILY FINANCIAL, LLCCRD 171978 · AUSTIN, TX$321,016,870.00Regulatory AUM · August 2026
- FOUNDERS CAPITAL MANAGEMENT INCCRD 111164 · HOUSTON, TX$281,799,207.00Regulatory AUM · August 2026
- FOUNDERS CAPITAL MANAGEMENT, LLCCRD 118853 · HARTFORD, CT$920,256,283.00Regulatory AUM · August 2026
- FOUNDERS CIRCLE CAPITAL, LLCCRD 166012 · CAMPBELL, CA$1,670,590,619.00Regulatory AUM · August 2026
- FOUNDERS FINANCIAL ALLIANCE, LLCCRD 173011 · RALEIGH, NC$1,185,963,782.00Regulatory AUM · August 2026
- FOUNDERS FINANCIAL SECURITIES, LLCCRD 137945 · TOWSON, MD$4,135,118,658.00Regulatory AUM · August 2026
- FOUNDERS GROVE WEALTH PARTNERS, LLCCRD 331352 · RICHMOND, VA$532,282,506.00Regulatory AUM · August 2026
- FOUNDRY FINANCIAL LLCCRD 300122 · PASADENA, CA$232,611,535.00Regulatory AUM · August 2026
- FOUNDRY GROUP, LLCCRD 159541 · BOULDER, CO$3,499,682,094.00Regulatory AUM · August 2026
- FOUNDRY WEALTH ADVISORS, LLCCRD 300794 · BALTIMORE, MD$163,390,033.00Regulatory AUM · August 2026
- FOUNTAIN SQUARE ASSET MANAGEMENT, LLCCRD 316955 · CINCINNATI, OH$233,708,457.00Regulatory AUM · August 2026
- $1,601,814,040.00Regulatory AUM · August 2026
- FOUNTAINDALE, LLCCRD 326054$407,969.00Regulatory AUM · August 2026
- FOUNTAINHEAD FINANCIAL, LLCCRD 150813 · CHICAGO, IL$543,200,211.00Regulatory AUM · August 2026
- FOUR LION CAPITAL, LPCRD 333602 · NEW YORK, NY$143,246,081.00Regulatory AUM · August 2026
- FOUR POINTS ADVISORS, LLCCRD 171720 · NEW YORK, NY$40,015,712.00Regulatory AUM · August 2026
- FOUR QUADRANT WEALTH ADVISORS, INC.CRD 130753 · CARMEL, IN$219,022,260.00Regulatory AUM · August 2026
- FOUR TREE ISLAND ADVISORY LLCCRD 158851 · PORTSMOUTH, NH$182,195,722.00Regulatory AUM · August 2026
- FOURNORTH CAPITAL LLCCRD 340927 · WEST CONSHOHOCKEN, PA$117,675,100.00Regulatory AUM · August 2026
- FOURPATH CAPITAL MANAGEMENT, LLCCRD 313573 · OKLAHOMA CITY, OK$1,058,662,371.00Regulatory AUM · August 2026
- FOURPOINTS INVESTMENT MANAGERS S.A.SCRD 164612$490,159,792.00Regulatory AUM · August 2026
- FOURSIXTHREE CAPITAL LPCRD 311299 · NEW YORK, NY$3,184,324,389.00Regulatory AUM · August 2026
- FOURSTAR WEALTH ADVISORS, LLCCRD 169613 · CHICAGO, IL$1,420,690,494.00Regulatory AUM · August 2026
- FOURTH DIMENSION WEALTH, LLCCRD 306703 · MIDDLEBURG HEIGHTS, OH$356,442,552.00Regulatory AUM · August 2026
- FOURTH SAIL CAPITAL US LPCRD 332445 · BOCA RATON, FL$3,673,342,511.00Regulatory AUM · August 2026
- FOURTHOUGHT FINANCIAL PARTNERS, LLC.CRD 323060 · VENICE, FL$1,927,136,763.00Regulatory AUM · August 2026
- FOURTHSTONE LLCCRD 169067 · ST. LOUIS, MO$1,221,076,088.00Regulatory AUM · August 2026
- FOURWORLD CAPITAL MANAGEMENT LLCCRD 284138 · NEW YORK, NY$1,398,507,309.00Regulatory AUM · August 2026
- FOW PARTNERS, LPCRD 329051 · PORTLAND, ME$747,331,024.00Regulatory AUM · August 2026
- FOX FINANCIAL SERVICES, INC.CRD 112506 · WHITE PLAINS, NY$110,861,028.00Regulatory AUM · August 2026
- FOX FINANCIAL, INC.CRD 319679 · WYOMISSING, PA$271,808,136.00Regulatory AUM · August 2026
- FOX HILL WEALTH MANAGEMENTCRD 321881 · DEDHAM, MA$290,160,485.00Regulatory AUM · August 2026
- FOX RUN MANAGEMENT LLCCRD 149092 · GREENWICH, CT$695,822,378.00Regulatory AUM · August 2026
- FOX, ROGER BENNETTCRD 129367 · ENCINO, CA$106,368,400.00Regulatory AUM · August 2026
- FOXHAVEN ASSET MANAGEMENT, LPCRD 168872 · CHARLOTTESVILLE, VA$6,504,266,283.00Regulatory AUM · August 2026
- FOXPATH CAPITAL PARTNERS LPCRD 331708 · NEW YORK, NY$50,000,000.00Regulatory AUM · August 2026
- FOYSTON, GORDON & PAYNE INC.CRD 121591$5,957,784,411.00Regulatory AUM · August 2026
- FP STRATEGIES LLCCRD 337701 · SAN JUAN, PR$146,533,127.00Regulatory AUM · August 2026
- FPA REAL ESTATE ADVISERS GROUP, LLCCRD 288195 · IRVINE, CA$7,970,799,113.00Regulatory AUM · August 2026
- FPC INVESTMENT ADVISORY, INC.CRD 122728 · PETALUMA, CA$364,599,434.00Regulatory AUM · August 2026
- FPF FA L.L.C.CRD 311329 · CHARLOTTE, NC$181,283,949.00Regulatory AUM · August 2026
- FPL CAPITAL MANAGEMENT, LLCCRD 117499 · METAIRIE, LA$1,082,665,992.00Regulatory AUM · August 2026
- FPLF MANAGEMENT LLCCRD 331881 · NEW YORK, NY$1,489,000,000.00Regulatory AUM · August 2026
- FR FINANCIAL ADVISORS LLCCRD 135980 · CORAL SPRINGS, FL$135,673,874.00Regulatory AUM · August 2026
- FRA WEALTH MANAGEMENT LLCCRD 284020 · O'FALLON, IL$112,760,000.00Regulatory AUM · August 2026
- FRACTAL INVESTMENTS LLCCRD 311767$734,660,475.00Regulatory AUM · August 2026
- FRAGASSO FINANCIAL ADVISORS INC.CRD 123255 · SEWICKLEY, PA$2,831,366,332.00Regulatory AUM · August 2026
- FRAMEWORK DIGITAL ADVISORS LLCCRD 338868 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- FRAMEWORK VENTURES MANAGEMENT LLCCRD 314038 · SAN FRANCISCO, CA$1,280,884,603.00Regulatory AUM · August 2026
- FRANCIS FINANCIAL, INC.CRD 128067 · NEW YORK, NY$803,235,775.00Regulatory AUM · August 2026
- FRANCIS LLCCRD 130687 · BROOKFIELD, WINot availableRegulatory AUM · August 2026
- FRANCISCO PARTNERS MANAGEMENT, L.P.CRD 160272 · SAN FRANCISCO, CA$47,051,371,459.00Regulatory AUM · August 2026
- FRANCO FINANCIAL ADVISORS, INC.CRD 137587 · NEW YORK, NY$72,015,055.00Regulatory AUM · August 2026
- FRANK CAPITAL PARTNERS LLCCRD 127817$40,910,186.00Regulatory AUM · August 2026
- FRANK FINANCIAL SERVICESCRD 147537 · CARLSBAD, CA$188,217,262.00Regulatory AUM · August 2026
- FRANK, RIMERMAN ADVISORS LLCCRD 124147 · PALO ALTO, CA$3,399,039,031.00Regulatory AUM · August 2026
- FRANKLIN ADVISERS, INC.CRD 104517 · SAN MATEO, CA$509,453,414,941.00Regulatory AUM · August 2026
- FRANKLIN ADVISORY SERVICES, LLCCRD 111361 · SAN MATEO, FL$14,072,273,998.00Regulatory AUM · August 2026
- FRANKLIN BSP CAPITAL ADVISER LLCCRD 307684 · NEW YORK, NY$4,247,887,000.00Regulatory AUM · August 2026
- FRANKLIN MUTUAL ADVISERS, LLCCRD 111376 · SHORT HILLS, NJ$42,587,130,807.00Regulatory AUM · August 2026
- FRANKLIN PARK ASSOCIATES, LLCCRD 126508 · BALA CYNWYD, PA$10,212,042,170.00Regulatory AUM · August 2026
- FRANKLIN PARKER FINANCIAL, LLCCRD 311908$43,000,000.00Regulatory AUM · August 2026
- FRANKLIN STREET ADVISORS, INC.CRD 106275 · CHAPEL HILL, NC$4,530,294,967.00Regulatory AUM · August 2026
- FRANKLIN TEMPLETON FUND ADVISER, LLCCRD 140432 · NEW YORK, NY$167,438,268,729.00Regulatory AUM · August 2026
- FRANKLIN TEMPLETON INSTITUTIONAL, LLCCRD 117384 · NEW YORK, NY$29,592,514,998.00Regulatory AUM · August 2026
- $40,524,968,335.00Regulatory AUM · August 2026
- FRANKLIN TEMPLETON INVESTMENTS CORP.CRD 111364$12,774,267,541.00Regulatory AUM · August 2026